How can financial advisors improve their prospecting strategies to convert leads into actual clients? Latest wealth prospecting strategies for your practice.
Referral alliances with CPAs, attorneys or other professionals are one of the top ways affluent investors are introduced to their financial advisor, according to the Oechsli Institute’s 2015 Affluent Investor Research. So how do elite...
The past 12 months or so have seen some of the largest advisory teams on Wall Street move to other firms. But a number of these deals—involving teams with more than $1 billion of assets under management and in excess of $5 million in annual...
The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a new advisor. The current crop of advisor listings would give a headshot, some basic info pulled from an ADV, and maybe a specialized area of...
Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again). What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...
Atlanta: “This might seem a bit ridiculous, but in social settings I’m often asked ‘How’s business?’ and I feel as though I’m missing an opportunity,” John whispered following my keynote, not wanting...
Access is one of the biggest challenges in our business today. As a financial advisor, you need to be able to separate yourself from the crowd to gain access and build relationships with high net worth clients...
Boston: “I’ve offered a number of second opinions to transition social contacts into business relationships – but no one is taking me up on the offer” started Shawn, a new advisor in our recent training program. He...